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Associate Wealth Advisor-Plano Texas

Associate Wealth Advisor-Plano Texas

RK PartnersPlano, TX, US
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Job Description

Job Description

Associate Wealth Advisor-RIA Firm

  • Responsibilities :

Serve as lead advisor on client relationships.

  • Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care.
  • Analyze financial documents, prepare financial plan summaries using the firm's financial planning software, and present recommendations to clients.
  • Coordinate and manage projects and tasks assigned across Client Service and Investment Management teams while taking ultimate responsibility for quality control of client deliverables.
  • Prepare meeting recaps, take ownership of follow-up items, and proactively schedule client meetings.
  • Establish a leadership role with clients’ attorneys, CPAs, and outside advisors to coordinate client needs.
  • Expertise in portfolio construction utilizing firm investment models and sleeves.
  • Monitor financial markets, client investments, and continually stay abreast of changes to SFMG model portfolios.
  • Ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments.
  • Manage the process of rebalancing client portfolios, tax loss harvesting trades, and any other trades necessary to raise or invest cash.
  • Basic understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity.
  • Team Responsibilities

    • Work closely with and take direction from, Team Lead, who will manage activities and delegate responsibilities while providing ongoing guidance and support.

  • Actively contribute to team goals and success.
  • Provide consistent and constructive feedback to other team members.
  • Firm Responsibilities

    • Personal alignment with firms Core Values.

  • Understand and support the firm's vision, mission, and strategy.
  • Adhere to firm's investment approach.
  • Actively involved in firm committees (Investment, Wealth Management, etc.).
  • Participate in firm task forces as needed.
  • Growth Responsibilities

    • Maintain a thorough understanding of financial planning, client management and investment management strategies.

  • Contribute to the growth of the firm by attracting new clients and identifying opportunities to retain and grow existing relationships.
  • Consistent development and mastery of technical skills including complex financial planning, investment, tax, estate, retirement, and insurance topics.
  • Develop and maintain key relationships with industry centers of influence and key partners.

    • Core Qualities & Values :

  • Cultural Fit :

    • Alignment with the firm's values, mission, and culture.

  • Foster a culture of collaboration, diversity and opportunity.
  • Team first mentality – put the team and firm’s priorities and results above one’s own priorities and results.
  • Ability to disagree constructively.
  • Be involved and engaged as a passionate team member. Actively contribute to team goals and success.
  • Provide consistent and constructive feedback to other team members professionals through thoughtful mentorship.
  • Represent the firm by dressing like an Advisor, acting like an Advisor, and representing the brand well.
  • Service, Integrity and Ethics :

    • Firm commitment to passionately protecting the clients' best interest.

  • Provide exceptional client service by anticipating needs, exceeding expectations, being detail oriented, and committing to continuous improvement and excellence.
  • Maintain objectivity and transparency in all client interactions.
  • Uphold unquestionable ethical standards and integrity.
  • Leadership Skills :

    • Proven leadership capabilities within the firm or in previous roles.

  • Ability to inspire, motivate, provide feedback to, and guide others effectively.
  • Capable of effectively receiving and implementing feedback.
  • Demonstrated discipline and accountability to drive tasks and initiatives forward.
  • Intellectual Curiosity and Continuous Learning :

    • Demonstrated commitment to professional development, innovation and ongoing improvement within the firm or in previous roles.

  • Community Involvement :

    • Active involvement in community and philanthropic activities.

    Required Skills and Abilities :

  • Minimum 1 years serving clients as the lead advisor.
  • Bachelor’s Degree at a four-year college, preferably in relevant finance-related fields such as Financial Planning, Accounting, and Finance.
  • CFP® is required.
  • Extensive background using Microsoft Office Suite (Outlook, Word, Excel, One Note, Teams), financial planning software (eMoney), CRM technology (XLR8 / Salesforce), portfolio management software (Orion), calendaring software, or other related software packages.
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